Unclaimed Profile

William Clyde Stegall

LATTICE STRATEGIES LLC·SAN FRANCISCO, California

Clean recordLATTICE STRATEGIES LLC

101 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 2907158Firm CRD# 130373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Clyde Stegall · SAN FRANCISCO, CA

Registration

CRD #2907158 · LATTICE STRATEGIES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Clyde Stegall is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LATTICE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

LATTICE STRATEGIES LLC

HARTFORD FUNDS

AUM

$2.1B

Regulatory assets under management

Employees

384

Total firm employees

View all advisors at LATTICE STRATEGIES LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2907158

Firm CRD# 130373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Clyde Stegall offer?

William Clyde Stegall specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are William Clyde Stegall's credentials?

William Clyde Stegall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Clyde Stegall located?

William Clyde Stegall is based in SAN FRANCISCO, California, working with LATTICE STRATEGIES LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does William Clyde Stegall charge for services?

William Clyde Stegall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LATTICE STRATEGIES LLC?

LATTICE STRATEGIES LLC has approximately 384 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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